In this article, we'll walk you through the steps to integrate FieldPulse with your Reece maX account.
Setting Up the Integration
1. Navigate to Company Settings
To begin the integration process, log in to your FieldPulse account and navigate to Company Settings.
2. Access Features and Plugins
Within Company Settings, locate Features and Plugins in the top menu. This is where you can enable various integrations to enhance your experience with FieldPulse.
3. Enable Reece maX Integration
Scroll down within Features and Plugins until you see the option to enable the Reece maX integration. Click Enable to initiate the integration process.
4. Authenticate with Reece maX
After enabling the integration, click the link in the pop-up to authenticate your FieldPulse account with your Reece maX account. This action will redirect you to the Reece maX login page.
5. Log In to Reece maX
On the Reece maX page, enter your login details. Upon successful login, the integration between FieldPulse and Reece maX will be activated. Now your systems are connected!
Integration Benefits
Reece Purchase Orders
Within FieldPulse, you can create new purchase orders and send them to your chosen Reece branch, eliminating the need for manual transfers. Additionally, this integration empowers you to effortlessly transform your FieldPulse estimates into Reece purchase orders to save time and minimize the potential for errors.
Efficient Job Linking
When you reference your FieldPulse job number to Reece branch staff, they can easily note it down. This will allow the supplier information to be linked to your FieldPulse job record, ensuring accurate and streamlined data management.
Simplified Estimates and Invoices
Building estimates and invoices becomes a breeze. The integration introduces the option to add items via the API. A dedicated Reece tab within the FieldPulse application allows you to search the Reece maX store without leaving FieldPulse.
Reece maX Catalog Browsing
The integration allows you to access the Reece maX web app or mobile app directly from FieldPulse. You can navigate the catalog, add items to your cart, including branch quotes, and all these selections will be seamlessly transferred to FieldPulse.
We offer an automation feature that allows users to reference a job number to Reece staff when placing a purchase order (PO), either over the phone or in person. Please note the following limitation: only one PO will auto-link. For any additional POs, you will need to manually connect them in FieldPulse by navigating to Sales > Purchase Order > Supplier List.
This integration aligns with Reece’s business model, which allows customers to use Reece as their 'own warehouse.' Customers can take any items needed each day and return unused items for a quick refund at the end of the day. Therefore, FieldPulse suggests not saving Reece items as 'inventory' items within FieldPulse.
Video Tutorial
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.